13F Insight
DOSSIER · 13F Holders · Q1 2026
EPR 9 PERP E

EPR PPTYS

35 institutions still hold EPR PPTYS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26884U307·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$65M
visible holders
Holders
35
filers reporting
Concentration
30.16%
Weiss Asset Management LP #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported EPR 9 PERP E in Q1 2026. Weiss Asset Management LP leads at 30.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Weiss Asset Management LP
CIK 0001357550
$19M640K0.33%Q1 202602
BlackRock, Inc.
CIK 0002012383
$7M245K0.00%Q1 202603
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$6M197K0.20%Q1 202604
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$6M184K0.04%Q1 202605
LDR Capital Management LLC
CIK 0001566089
$5M173K7.07%Q1 202606
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$3M100K0.21%Q1 202607
Beverly Hills Private Wealth, LLC
CIK 0001965710
$2M76K0.39%Q1 202608
Aequim Alternative Investments LP
CIK 0001728201
$2M72K0.04%Q1 202609
DigitalBridge Group, Inc.
CIK 0001679688
$2M68K0.13%Q1 202610
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$2M59K0.06%Q1 202611
COHEN & STEERS, INC.
CIK 0001284812
$2M57K0.00%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M50K0.00%Q1 202613
Warberg Asset Management LLC
CIK 0001597506
$1M49K0.25%Q1 202614
Skaana Management L.P.
CIK 0001860998
$1M47K0.48%Q1 202615
Janney Montgomery Scott LLC
CIK 0001329948
$1M38K0.00%Q1 202616
BROOKFIELD Corp /ON/
CIK 0001001085
$736K24K0.00%Q1 202617
LPL Financial LLC
CIK 0001403438
$445K15K0.00%Q1 202618
SCHNIEDERS CAPITAL MANAGEMENT LLC
CIK 0001603937
$324K10K0.06%Q2 202519
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$296K9K0.00%Q2 202620
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CIK 0002057056
$283K9K0.04%Q2 2026
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